December 14, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Jim Leitner on his macro views, Marko Papic on how geopolitics are impacting his market outlook, Chamath Palihapitiya on building Berkshire 2.0, and how Masterworks is […]
December 13, 2020

The Top Investing Podcasts of 2020

Whether you’re stuck in quarantine or just want to catch up on some great investment conversations from the year, we compiled our list of the Top Investment Podcasts of 2020 on Spotify. If you’re really feeling ambitious, here are the […]
December 11, 2020

Equity Dislocation

GMO’s 3Q 2020 letter covering the opportunity in value stocks and an idea for taking advantage of dislocations between value and growth. —- —- Link 3Q 2020 Letter – GMO Good investing, Meb Faber theideafarm.com
December 9, 2020

CAPE and COVID

An analysis of CAPE ratios in light of the COVID-19 pandemic with some discussion of an Excess CAPE Yield measure to help evaluate the attractiveness of equities relative to bonds. —- —- Link CAPE and the COVID-19 Pandemic Effect – […]
December 7, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a startup saving the average company $75,000, Spotify CEO Daniel Ek on his approach to life and work, and an interview on the history of financial […]
December 4, 2020

Diversifying Diversification

There are a number of ways to hedge risk, but do all of them work, all of the time? A great piece from the LongTail Alpha crew on using all of the tools in the toolkit to diversify the diversifiers. […]
December 2, 2020

Private Equity

Private equity outlook covering buyouts, private credit, secondaries, and VC. —- —- Link Private Equity Outlook – Verus Good investing, Meb Faber theideafarm.com
November 30, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have an improvement to the CAPE ratio, a platform company for schools who want to offer ISA’s, Ed Altman on the credit cycle, and Meb Faber on […]
November 23, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a must-listen on investing in frontier markets, legendary short-seller Jim Chanos on why we are living in the golden age of fraud, and Jim Grant with […]
November 20, 2020

Armageddonists

An update on armageddonists, the opportunity cost of being underinvested in anticipation of market disaster scenarios that don’t pan out, and some lingering risks. —- —- Link The Armageddonists, Revisited – Michael Cembalest Good investing, Meb Faber theideafarm.com
November 16, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have episodes with Jeff Gundlach & Jim Rogers with market updates, Steven Levitt nerding out on economics, and Mark Suster on the VC landscape. Investing Real Vision: […]
November 11, 2020

Institutional Portfolio Risk Report

Uncompensated risks, underlying portfolio holdings and style exposure canceling out, and attempts to time manager changes. Great piece getting into some of the issues and risks institutional portfolios face. —- —- Link The Risk Report – Northern Trust Asset Management […]
November 9, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have a deep dive on how to value intangible assets, volatility expert Chris Cole on the current investing landscape, and a former 76ers GM Sam Hinkie with […]
November 6, 2020

Farmland Investing

A great conversation on farmland investing, climate and sustainable ag, and some of the implications of corporate/foreign ownership of farmland. —- Link Sustainable Farmland Investing – Nuveen Good investing, Meb Faber theideafarm.com
November 2, 2020

Top Podcasts of the Week

Below is our “Top Podcast” episode with our curator, Colby Donovan! Today we have Marc Andreessen on the future of healthcare and biotech, the CEO of Marriott on handling the COVID crisis, investing titan Joel Greenblatt on his new book, […]